BLACK SWAN WEALTH MANAGEMENT

Overview

Black Swan Wealth Management is a small, individually owned advisory and insurance brokerage operation that acts primarily as a capital allocator for individual and family clients. The firm’s registered activities emphasize insurance brokerage and the selection of other advisers, indicating a model that combines insurance product distribution with outsourced investment management rather than running large in-house discretionary platforms. Black Swan is not flagged as an active ESG investor, and it is classified as an unclassified, sole proprietorship with an individual owner. The firm’s fee structure is listed as “Other,” which typically reflects a mix of commission, advisory, or hybrid compensation arrangements rather than a standard AUM fee model. Investment activity centers on using third-party managers to execute allocations, rather than building broad proprietary fund lineups. That approach suggests the firm focuses on manager selection, portfolio construction through external solutions, and integrating insurance vehicles into client plans. The client base is described as individuals and families, consistent with a boutique, hands-on service style.

Assets & Accounts

Investments & Alternatives

Location & Offices